Brian Diller
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Northwestern MutualJun 2021 to Sep 2021
- Domino's PizzaAug 2020 to May 2021
- House To House Heart To HeartJun 2020 to Aug 2020
- Southwest Church of ChristMay 2019 to Aug 2019
- New Hope Church of ChristOct 2017 to Nov 2021
- Freed-hardeman UniversityAug 2017 to May 2021
- Blackjack PizzaMay 2014 to Aug 2017
- Colorado Online Virtual AcademyJan 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7389307
- Firm CRD
- 104555